Financial and investment analysts

About this job

Financial and investment analysts:

collect and analyze financial information so as to provide financial and investment or financing advice for their company or their company's clients
cover areas such as takeover bids, private placements, mergers or acquisitions
work for a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms

Common job titles

adviser, corporate investment
analyst, financial
analyst, investment / planning / regional

bond analyst

consultant, financial analysis
manager, portfolio
mutual fund analyst

senior investment

adviser, corporate investment
analyst, financial
analyst, investment / planning / regional
bond analyst
consultant, financial analysis
manager, portfolio

mutual fund analyst
senior investment

Earnings

Annual provincial median salary

$80,212

Source: 2020 Job Bank Wage data

Note:Estimated median employment income based on 2020 Job Bank median hourly wage rate (median annual salary = hourly wage rate x 40 (hours per week) x 52.14 (weeks per year))

Provincial hourly rate

High
Median
Low

Source: 2020 Job Bank Wage Report

B.C. Labour Market Outlook (2019-2029)

Provincial outlook

Forecasted average employment growth rate

2019 - 2024
2024 - 2029

Source: B.C. Labour Market Outlook

Job openings

10 year expected job openings: 1,330

2019
2024
2029

Source: B.C. Labour Market Outlook

Composition of job openings

New jobs due to economic growth:
21.4%
280 openings

Replacement of retiring workers:
78.6%
1,030 openings

Source: B.C. Labour Market Outlook

Regional outlook

Cariboo

Employment in 2019:

N/A

Average annual employment growth(%) 2019-2029:

N/A

Expected number of job openings 2019-2029:

N/A

Kootenay

Employment in 2019:

20

Average annual employment growth(%) 2019-2029:

2.3%

Expected number of job openings 2019-2029:

10

Mainland / Southwest

Employment in 2019:

3,200

Average annual employment growth(%) 2019-2029:

0.6%

Expected number of job openings 2019-2029:

930

North Coast & Nechako

Employment in 2019:

20

Average annual employment growth(%) 2019-2029:

0.3%

Expected number of job openings 2019-2029:

0

Northeast

Employment in 2019:

30

Average annual employment growth(%) 2019-2029:

1.7%

Expected number of job openings 2019-2029:

10

Thompson-Okanagan

Employment in 2019:

180

Average annual employment growth(%) 2019-2029:

1.1%

Expected number of job openings 2019-2029:

70

Vancouver Island / Coast

Employment in 2019:

750

Average annual employment growth(%) 2019-2029:

0.6%

Expected number of job openings 2019-2029:

280

N/A - Data not available

Source: B.C. Labour Market Outlook

Duties

Financial analysts:

evaluate financial risk, prepare financial forecasts, approaches and other documents concerning capital management, and write reports and recommendations
plan short and long-term cash flows and assess financial performance
evaluate investment projects
advise on and participate in the financial aspects of contracts and calls for tender
follow up on financing projects with financial backers
develop, put into use and use tools for managing and evaluating financial record
prepare a regular risk profile for debt records
assist in preparing operating and investment budgets

Investment analysts:

collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
examine and evaluate financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence

Work environment

Work in this occupation is typically performed in a structured environment, such as an office.

Workforce and employment statistics

Workforce characteristics

3,800 workers are employed

68% of workers are working mostly full time

Source: 2016 Census

Employment by gender

Men

Women

Source: 2016 Census

Employment by age group

15 - 24 years

25 - 44 years

45 - 64 years

65+ years

Source: 2016 Census

Labour force by industry

Finance, Insurance and Real Estate:

56%

Public Administration:

13%

Professional, Scientific, and Technical Services:

8%

Manufacturing:

3%

Educational Services:

3%

View more industry data

Source: 2016 Census

Employment by region

% employment of this occupation

% employment of all occupations

Cariboo

Kootenay

Mainland / Southwest

North Coast & Nechako

Northeast

Thompson-Okanagan

Vancouver Island / Coast

Source: 2016 Census

Job requirements

Education, training & qualifications

A bachelor's degree in commerce, business administration or economics
and
On-the-job training and industry courses and programs are usually required.
A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.
The Chartered Financial Analyst (CFA) designation, available through a program conducted by the Institute of Chartered Financial Analysts in the United States, may be required by some employers.

Workers who are certified for an occupation by a regulator elsewhere in Canada can apply for the same certification from the regulator in B.C. Under the terms of the Canadian Free Trade Agreement (CFTA), most applicants who are transferring their credentials from elsewhere in Canada will not be required to complete additional training or testing. However, the B.C. regulator may ask applicants to provide further information such as a letter of good standing, references, or criminal record check.

For those who trained outside of Canada and never received certification from any Canadian jurisdiction, a full assessment is likely needed. Most occupational regulators have a process for assessment and recognize internationally trained applicants.

For information about labour mobility in Canada, visit www.workersmobility.ca.

View a list of B.C. occupational regulators.

Education programs in B.C.

The following program areas are related to this occupation:

Economics
Economics (Arts)

Economics (Science)
Finance

For more information about programs offered specifically for this career, visit EducationPlannerBC.

Work-related skills

Related careers

Career paths and resources

Career paths

Promotion to management positions, such as securities manager, is possible with experience.

Additional resources

CFA Society Vancouver
www.cfasociety.org/vancouver/Pages/default.aspx
CFA Society Vancouver – Job Board
www.cfasociety.org/vancouver/Pages/Career-Resources.aspx
Investment Funds Institute of Canada (IFIC)
www.ific.ca
Investment Industry Regulatory Organization of Canada (IIROC)
www.iiroc.ca/Pages/default.aspx
The Financial Advisors Association of Canada (Advocis)
myadvocis.ca

Financial and investment analysts (NOC 1112)

About this job

Earnings

Annual provincial median salary

Provincial hourly rate

B.C. Labour Market Outlook (2019-2029)

Provincial outlook

Forecasted average employment growth rate

Job openings

Composition of job openings

Regional outlook

Duties

Work environment

Workforce and employment statistics

Workforce characteristics

Employment by gender

Employment by age group

Labour force by industry

Employment by region

Job requirements

Education, training & qualifications

Education programs in B.C.

Career paths and resources

Skills of the future

Financial and investment analysts (NOC 1112)

About this job

Earnings

Annual provincial median salary

Provincial hourly rate

B.C. Labour Market Outlook (2019-2029)

Provincial outlook

Forecasted average employment growth rate

Job openings

Composition of job openings

Regional outlook

Duties

Work environment

Workforce and employment statistics

Workforce characteristics

Employment by gender

Employment by age group

Labour force by industry

Employment by region

Job requirements

Education, training & qualifications

Education programs in B.C.

Work-related skills

What skills do you need for this career?

Related careers

Career paths and resources

Financial And Investment Aanalysts

Finance Intern

Finance Intern

Skills of the future